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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1426
Sigma Investment Counselors
Michigan
$981K – – –
FMN
1427
Financial Management Network
California
$977K -$4.6K -16 -0.5%
TWM
1428
Tanager Wealth Management
United Kingdom
$976K -$24.4K -85 -3%
SWM
1429
SeaCrest Wealth Management
New York
$976K +$1.15K +4 +0.1%
PWA
1430
Provenance Wealth Advisors
Florida
$971K -$1.65M -5,728 -64%
ACM
1431
Aljian Capital Management
Nevada
$969K +$1.44K +5 +0.2%
LA
1432
LVW Advisors
New York
$969K -$82.2K -286 -8%
CTC
1433
Cetera Trust Company
Minnesota
$968K – – –
HFM
1434
Hartford Financial Management
Connecticut
$967K – – –
KFS
1435
Kurt F. Somerville
$965K – – –
PHS
1436
Pekin Hardy Strauss
Illinois
$964K +$14.4K +50 +2%
IAIM
1437
International Assets Investment Management
Florida
$959K -$40.5K -141 -4%
WP
1438
WMS Partners
Maryland
$958K -$3.16K -11 -0.3%
LA
1439
Lifeworks Advisors
Michigan
$958K +$26.7K +93 +3%
MSWM
1440
McGlone Suttner Wealth Management
Wisconsin
$956K +$14.4K +50 +2%
LJAC
1441
L.J. Altfest & Co
New York
$955K +$862 +3 +0.1%
UCB
1442
United Community Bank
South Carolina
$951K – – –
PWW
1443
Pettyjohn Wood & White
Virginia
$951K +$287K +1,000 +45%
UAML
1444
US Asset Management LLC
Pennsylvania
$950K -$39.1K -136 -4%
FFM
1445
Fullerton Fund Management
Singapore
$949K +$918K +3,196 New
MAA
1446
Matrix Asset Advisors
New York
$946K -$7.18K -25 -0.8%
CGL
1447
Clarius Group LLC
Washington
$943K -$201K -700 -18%
ARMT
1448
Amica Retiree Medical Trust
Rhode Island
$939K -$79.6K -277 -8%
ERIM
1449
Eagle Ridge Investment Management
Connecticut
$934K – – –
MA
1450
MJP Associates
Connecticut
$933K +$536K +1,867 +146%
56 57
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